Insightly Reviews

Insightly.com is a cloud-based CRM tool with features that streamline sales workflows, making it great for project management. Here are some of the key features and benefits:

• Manage leads, contacts, and projects: This feature is available on any plan. It helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships.

• Mass emailing: This feature is included on all plans, although the limit varies depending on the plan. It allows for efficient communication with a large number of contacts at once.

• Dashboard customization: Available on two plans, this feature allows users to create a personalized dashboard that displays the most relevant data.

• Excellent integration with third-party apps: Insightly offers over 250 app integrations for added flexibility, allowing users to connect with the tools they already use.

• Access on web or mobile (cloud-based app): This feature enables teams to collaborate and work from anywhere, increasing productivity and flexibility.

• Automate workflows, emails, tasks, and reports: Available on top tiers, this feature helps to streamline processes and increase efficiency.

• Business workflows and process automations: This feature helps to streamline business processes and increase efficiency.

• Products, price books, and quotes: This feature helps in managing products, pricing, and quotes effectively.

• Project and task management: This feature helps in managing projects and tasks effectively, ensuring timely completion and efficient resource allocation.

• Performance dashboards and reporting: This feature provides insights into business performance, helping in informed decision-making.

Remember, the best plan for your team will depend on your specific needs and budget.

Insightly offers several pricing plans:

• Insightly All-in-One CRM Plus: Priced at $29 per user/month. This plan includes features like creating a stronger pipeline, building strong customer relationships, selling from anywhere, on any device, real-time sales insights, seamless project delivery, and integrations with the applications you use every day. The record limit for this plan is 100,000 and the file storage limit is 10GB. The mass email limit (emails per day) is 2,500.

• Professional: Priced at $49 per user/month. This plan includes all the features of the CRM Plus plan and more. The record limit for this plan is 250,000 and the file storage limit is 100GB. The mass email limit (emails per day) is 5,000.

• Enterprise: Priced at $99 per user/month. This plan includes all the features of the Professional plan and more. The record limit for this plan is 500,000 and the file storage limit is 250GB. The mass email limit (emails per day) is 10,000.

All prices are in USD and billed annually. For those not quite ready for a paid plan, Insightly also offers a free plan. New customers can get up to 30% off the cost of Insightly CRM, Marketing, Service, and AppConnect when they purchase the platform.

Please note that the exact features included in each plan may vary, so it's recommended to check the official website for the most accurate and up-to-date information.

Remember, the best plan for your team will depend on your specific needs and budget.

Insightly.com accepts credit card payments for upgrading to a paid plan. The system will attempt to bill your credit card on your monthly or annual renewal date. If the card fails for any reason, the account owner will receive an email with a link to update the credit card information. The billing system will retry billing automatically up to four times: the initial payment attempt and then three more attempts after 3, 5, and 7 days. If the credit card fails after 4 attempts, the paid subscription will be canceled, and the account will revert to the free plan. To correct the credit card issues, the administrator can access the Billing & Account page to update the billing information and reinstate the account. Unfortunately, PayPal is not an accepted payment method.